The AI Infrastructure Boom: Hard Drive Shortages Ahead
The rapid expansion of AI technology is reshaping the hard drive industry. Major players Seagate and Western Digital have confirmed that they are sold out for 2026, primarily due to soaring demand from hyperscalers. This boom comes with significant implications.
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Key Insights:
- Full Allocation through 2026: Both companies report all manufacturing output is allocated, with firm orders from top customers.
- Future Demand: Anticipated orders extend into 2027 and 2028, as cloud customers ramp up storage needs.
- Market Impact: Mid-sized enterprises relying on traditional servers face challenges due to restricted supply.
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Trends:
- Massive shifts in storage strategies prioritize AI and cloud solutions.
- Corporate IT projects may struggle with storage capacity as dependency on hard drives weakens.
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